How to ………… assisting associations toward excellence Introduction Basketball Victoria has produced a ‘How to’ manual to assist its member associations. This will help them in the development of tasks required to build their associations and to develop them into more effective businesses. Why have this manual? This manual has been produced to assist those associations who do not know where to start when trying to move ahead in areas that are not traditional basketball related areas. They are written to provide indicators and advice, to trigger thoughts and to stimulate discussion amongst board and / or committee members. This manual has not been produced to be the one stop answer to all of the problems, but rather for associations to start to think about what needs doing. It is important for an association to set aside time for their planning and ensure that it receives the attention that it requires. It is probably more economical to schedule a planning meeting as part of your association’s regular meetings. Who should use this manual? This manual has been designed for use by those who feel that they do not have the confidence to attack the specific subject matter or do not have relative experience in it. They have been written in a plain to understand format and in simple language. The information can be used by a single portfolio holder, or a sub-committee of an association. An association that continually discusses and updates its plans, policies and procedures, will be an association that will stay on top of the developing business of basketball, and therefore stay ahead of any new trends or pitfalls that non-planning associations fall into. Further assistance? This manual is available for download from the Basketball Victoria website. Basketball Victoria hopes that you find this manual both helpful and informative. Contents How to ……….. Create a Marketing Plan Marketing is a key part of business success. You need to decide which customers to target. You need to work out how you will reach and win new customers. You need to make sure that you keep existing customers happy. And you need to keep reviewing and improving everything you do to stay ahead of the competition. Write a Successful Grant Application Each year there are literally millions of dollars that are distributed to organizations in the form of Grants and Funding. The trick to ensuring that your association is in line for some of this assistance, is to make sure that your funding application is presented in such a way that there is no doubt as to your association’s legitimacy and a definite requirement of the funding. Create a Volunteer Management Plan Basketball Victoria recognizes that one of the most significant resources that any association can have, is its volunteer base. Without this dedicated band of hard working and loyal workers, associations would be hard pressed to provide the continued level of service that they currently do. Associations must be better placed to be able to meet the needs and expectations of the modern day volunteer. Create a Fundraising Plan The need to raise extra revenue seems to be a continual process for many basketball clubs and associations. Much of this additional income source can come through three main avenues; sponsorship, fundraising and grants. Whilst there is a large amount of money available through local businesses, charities, sport and recreation governing bodies and government agencies, there is also usually quite a lot of competition for that money by associations and other sporting groups. How to create a Marketing Plan Marketing is a key part of business success. You need to decide which customers to target. You need to work out how you will reach and win new customers. You need to make sure that you keep existing customers happy. And you need to keep reviewing and improving everything you do to stay ahead of the competition. Your marketing plan should be a reference document you use as a basis to execute your marketing strategy. It sets out clear objectives and explains how you will achieve them. Perhaps most importantly, it looks at how you can ensure that your plan becomes a reality. Remember that marketing in itself will not guarantee sales, but by adopting a wellresearched and coherent plan, you have a much better chance of building long-term, profitable relationships. This guide outlines the key areas to look at and what to include in an effective marketing plan. • What is a Marketing Plan? A marketing plan provides direction for your marketing activities. Marketing plans need not be long or cost a lot to put together. Think of it as a road map, with detailed directions on how to get to your destination. Sure there may be a few bumps along the way, perhaps a diversion or two, but if the marketing plan is carefully researched, thoughtfully considered and evaluated, it will help your association achieve its goals. The marketing plan details what you want to accomplish with your marketing strategy and helps you meet your objectives. The marketing plan: • • • • Will allow the association to look internally in order to fully understand the impact and results of past marketing decisions. Will allow the association to look externally in order to fully understand the market in which it chooses to compete. Will set future goals and provides direction for future marketing efforts that everyone in the association should understand and support Is a key component in obtaining funding to pursue new initiatives? A marketing plan will allow associations to see at a glance what is happening within the promotion of their brand (association). By having a plan, monthly or weekly activities can be coordinated to allow the best use of your association’s resources. Without this plan, activities are usually met with some form of failure – not enough people helping out, not enough flyers produced, people not being where they are meant to be, poorly run events, etc. This then has a negative impact on the product you are trying desperately to portray – a go-ahead, vibrant, well run association that players want to join. When marketing your product (in our case, basketball) do not be limited to just marketing the playing side of the association. Remember that there are other aspects of your association that would also benefit from some marketing, for example: coaches, referees, volunteers. • How do I begin? Marketing is about communicating your association’s message, activities and facilities to attract members, funds and other resources. It can be as simple as placing an ad in the local newspaper, or as complex as repositioning your association in the marketplace. Marketing focuses on finding out who your customer is and tailoring your activities to that market. The purpose of marketing is to make a sale. It is more than just advertising, publicity or sponsorship and involves: • • • finding a market for your product or activity (people, place) making your product desirable to that market (promotion, position) exchanging your product with that market for something that you value (price) Any marketing plan that is produced, at a minimum should include the following: • • • • • • Summary and Introduction Marketing Objectives Situation Analysis Target Markets Strategies Tracking and Evaluation Summary and Introduction Your marketing plan should always start with an executive summary. The summary gives a quick overview of the main points of the plan. Although the executive summary appears first, it should always be written last, as this ensures that all of the points of the plan have been included. Writing the summary is a good opportunity to check that your plan makes sense and that you haven’t missed any major point. Marketing Objectives Your marketing objectives should be based on understanding your strengths and weaknesses, and the business environment in which you operate in. They should be linked to your overall Business or Strategic Plan. As with any strategic initiative, a marketing plan should start with objectives. Your marketing objectives will guide your entire marketing plan and be used for evaluation. Without objectives you may get off-track and will not know when you have reached your ultimate goal. Your marketing objectives need to be SMART. Specific Specific – for example, you might set an objective of getting ten new teams for the competition. M Measurable Measurable – whatever your objective is, you need to be able to check whether you have or have not reached your desired goal. A Achievable Achievable – you must have the resources you need to achieve your objective. The two key resources to any project are usually people and money. R Realistic Realistic – targets should stretch you, not de-motivate you because they are unreasonable. T Time Time – you should set a deadline for achieving the objective. For example, you may want to get those ten new teams, for the winter season. S Situation Analysis A situation analysis details the context of your marketing efforts. In this section, you will take a close look at the internal and external factors that will influence your marking strategy; this is called a SWOT analysis. A SWOT analysis combines the external and internal analysis to summarize your association’s Strengths, Weaknesses, Opportunities and Threats. Target Markets The concept of target markets is one of the most basic, yet most commonly overlooked aspects of a marketing plan. There is no such thing as the ‘general public’ when it comes to marketing, especially when we are talking about basketball associations. It is highly unrealistic to think that you can attract, or need to attract everyone!! By defining your target markets, it will help you to plan where to commit your resources and what kind of marketing strategies to use. This is commonly referred to as the Five P’s. Product – having or producing a product or service required by others. This could be your sport, the association, the competitions or other activities on offer. People – customers or the people who use the services or products on offer. Includes your employees, volunteers and members. Price – pricing the product or service at a market price. Includes membership fees and structure, discounts and the “cost” of member’s time. Promotion – ensure potential customers are aware of your product. This can be advertising, publicity, sponsorship, brochures, posters or personal selling. Place – where the product is bought. Includes where you train, compete (home and away) and other facilities on offer. There are also two other P’s that can be included, as we are in the service industry: Process – you need to ensure that your employees have the right training and that your administrative processes are the same. Physical Evidence – the appearance of your employees and the ‘front of house’ people within your association have a huge impact on the way in which your association is viewed from the outside. Strategies The nuts and bolts of the marketing plan. The who, what, when, where and how? This section will highlight how you are going to do things, how you are going to attract new members, the plans in place, etc. Strategies are simple action plans that detail how your product (in our case, basketball competitions), is going to entice more members (in our case, more players), to utilize your particular environment (in this case, your association). Tracking and Evaluation This is probably second in line to Target Markets, when taken into context with your marketing plan. If you do not evaluate where your resources are being delivered, you may not be getting a proper return on your investment (ROI). In other words, you could be throwing good dollars away in marketing that is not getting any returns. • Putting it together Your marketing plan must do more than just say what you want to happen. It must describe each step required to make sure that it happens. The plan should include a schedule of key tasks. This sets out what will be done, and by when. Refer to the schedule as often as possible to avoid losing sight of your objectives under the daily workload. It should also assess what resources you need. For example, you might need to think about what brochures you need, and whether they need to be available for digital distribution (by email or via your website). You might also need to look at how much time it takes to sell to customers and whether you have enough salespeople. The cost of everything in the plan needs to be included in the budget. If your finances are limited, your plan will need to take that into account. Don’t spread your marketing activities too thinly – it is better to concentrate your resources to make the most of your budget. You may also want to link your marketing budget to your sales forecast. Control As well as setting out the schedule, the plan needs to say how it will be controlled. You need an individual who takes responsibility for pushing things along. A good schedule and budget should make it easy to monitor progress. When things fall behind schedule, or costs overrun, you need to be ready to do something about it and then adapt your plan accordingly. From time to time, you need to stand back and ask whether the plan is working. What can you learn from your mistakes? How can you use what you know to make a better plan for the future? How to write a Successful Grant Application Content for this section has been provided by www.ourcommunity.com.au: Building stronger communities through stronger community organizations Each year there are literally millions of dollars that are distributed to organizations in the form of Grants and Funding. The trick to ensuring that your association is in line for some of this assistance, is to make sure that your funding application is presented in such a way that there is no doubt as to your association’s legitimacy and a definite requirement of the funding. How you present your funding application, is just as important as the information that it contains. If the application looks shabby, then the organization giving out the funding, will be less likely to look at your application favorably. However, a neatly presented application, will have them looking past the front page and into the program or project details in more specifics. To assist your association in gaining some of this funding, you need to know some tricks of the trade in relation to writing your application; some minor points that will lift your application past the others in the grant givers pile of worthwhile projects. • Why apply for Grants Each year millions of dollars are distributed amongst sporting organizations and community groups in grants funding. The trick is in ensuring your group is one of the recipients. Hunting for grants The first challenge is to find the right grants program for your group. When your organization is looking for funds it pays to take a wide and generous view of your operations. Thinking broadly about your activities, members and supporters could make you eligible to apply for many more grants from governments, foundations, philanthropic organizations and councils. Once you have identified all the areas you might qualify for, it's time to get choosy. It's important to pick the right one. Counting the Cost The more things you have to do to get the money the more you have to consider whether you're actually gaining on the deal. The bare bones of running a grant take up some of your resources - drafting applications, planning programs, running evaluations, reporting - and the more things you have to do the more resources it takes. You could have to carry out special outreach programs, advertise, or organize. Don't go for a grant just because it's there; think carefully about your resources before making the decision to apply. This is probably one of the biggest mistakes that an association can make when it applies for a grant. Yes, you want the money, yes, you have a great program or project to work on, BUT, you must have the personnel to administer or facilitate that program. If not, it is just another good idea without the legs to run!! (You should also ask yourself, though, whether these things are worth doing anyway. A wider audience is a good thing in itself, and may pay for itself over time in increased members or in an association’s case - teams.) Grants are not the same as sponsorship or fundraising, as there are usually a strict set of criteria that an association must meet in order to qualify for a grant. What does a funding agency look for in a grant application? Despite the great diversity of the various grants programs and the amazing array of interests and target markets, funding bodies really need to be convinced of two things: that a significant need exists and that the applicant has the capacity to meet that need in a creative and fiscally responsible manner. Below is a list of just some of the things different agencies may be looking for: • • • • • • • • Projects that will affect or involve as many people as possible - a small project may have broader applicability if it can be used as a model elsewhere. Realistic projects with strong and dedicated backing and a high likelihood of success. Projects that have broad community appeal and support. Projects that provide a long-term solution rather than a short-term fix. Projects that will make a difference. Something new or visionary that is being held back only because of a lack of funds. Numbers – facts and figures Partnerships and Collaboration Remember – every question must be answered, every requirement met and every claim proven. • Researching your application Most grant applications seek submissions that include the following. A brief description of the organization This is not the place to write a long-winded history of your organization but to describe your purposes and long-term goals. The grant evaluators want you to demonstrate how your existing programs were developed to meet identified community needs. You will need to establish confidence in your organization’s capacity to deliver. Include short descriptions of the qualifications and experience of key staff and general project management competencies. The case for support It is critically important to establish a specific solution to a problem or issue in a geographically identifiable area. Addressing the problem should be realistically achievable by your organization. A small community organization will not be able to solve all the problems of the world. Subjective impressions will not hold any sway but a simple evocative case study illustrating the issue may capture the imaginations of assessment panels. This should be backed up by accurate data based on objective research. Statistics that are out of date or incorrect will damage your case, sometimes irreparably. Evidence of community support is often required. Don't just include letters of support for the organization but rather ones supporting the project and outlining why they think it will make a difference to the wider community. Provide evidence of how the project clearly aligns with your Association’s Strategic Plan and how it will help achieve at least one objective. The proposed project In this section you should demonstrate that you have developed a clearly defined, creative, achievable and measurable strategy to address the issue/s previously described. Make sure you: • • Clearly define your aims and objectives - An aim or goal is usually an abstract but very succinct description of what your program hopes to achieve. These objectives should be specific, achievable within a 12-month time frame, relate to a distinct geographical location and result in real outcomes that are easily measurable. Outline your methodology - The objectives need to be matched with strategies that show how each will be achieved, by whom and by when. This • • should begin with a rationale for why the particular approach was chosen at this time and for this community. Provide an evaluation strategy - Grant proposals need a detailed evaluation strategy to measure accomplishment of program objectives. Ideally, provision should be made for an independent outside evaluation of the proposed project. Address the budget - The required presentation of the program budget can vary from a simple, one-page statement of income and expenses to a more complex set of budget papers, including explanatory notes and revenue or expense items. The main thing is to be honest about your proposed expenditure and income. • Writing your application Earlier we talked about how to find the right grants program for your group, what funding agencies usually look for in a grant application and what sort of elements your application should contain. Now it's time to think in more depth about your application strategy. Do your research Make sure you do some careful research about the funding body you are applying to. Read their annual reports and get on their website and see what their priorities are, who they have funded before, why, and how much. If possible, make an appointment to discuss your application with them before you submit your application. Don't hesitate to ask questions. Making your case We have already emphasized how important it is to think broadly about the full range of grants categories you might be able to fit into. Now you have to make sure you can sell these connections to the grant makers. Take into consideration that the people you're asking for money probably have little interest in your central goal - the game you love, say, or whatever other services or cause your organization was set up to provide or work for. What they are into is your common interests, which is why there may be money in it, but these common interests - where your aims and theirs overlap - may make up a fairly small part of your own core enterprise. You must target your application at that small part only. You have to be able to stand in the grant maker’s shoes and really understand what it is that they want. They want to be able to give away money to people who can talk their language and can promise measurable results. Consultation If you're claiming that your activities benefit the community, then you need to get the community to say so. Compliments always sound better coming from somebody else. • • • • Get the support of other groups Hold a public meeting and ask for opinions Sign up partners Lobby for support from local councils and politicians and other community leaders Most grant makers will take more notice of a good proposal than letters of support but if there are two projects that can't be separated on merit and your project has a demonstrated wider community backing, it could make the difference. Reliability You have to be able to show that you'll contribute to the grant maker’s goals as well as your own. Once you've promised to do something, you must be sure that you do it - and that you can demonstrate you've done it. You will need to plan the stages of implementing the grant and document the performance of each stage. The plan will need to include an evaluation, so that you can prove that the grant money has achieved the aims of the grant making body and that they should give you more. Keep in constant contact with the grant making body so they know what you are doing. Make it easy on them You need to make it as easy as possible for the funding body to understand who you are and what you want to achieve - and how they can help. Don't pad your application with purple prose and useless information. Make sure you can back up your claims. Write in the active voice and in the first person, ie: ‘we will’, and have the President sign off on the application. Make your application enjoyable to read; be innovative and creative in your presentation. Make it stand out. Passion and enthusiasm are contagious so make sure you ensure your belief in your organization and project shines through in your application. Budgets Be reasonable in the amount in which you apply for. It is imperative that the budget matches the project description as this can often be the cause for many applications in being deemed unsuccessful. Make sure that you include line items, such as salaries (if applicable), workshops, transport, court hire, resources, etc. Don’t forget to include your own contribution even if this is in the form of ‘In Kind’ support. The golden secret The single biggest secret to having your grant application considered is to make sure you follow the guidelines. If your organization is not eligible, don't apply. If the guidelines say to include a copy of your constitution, make sure it's provided. If they ask for a one-page application, don't provide three. While it might sound obvious, most people would be amazed at how many grant seekers miss out because they haven't followed the guidelines correctly. Remember, grant seeking is a competitive process. Don't give the funders any reason at all to put someone else's application ahead of yours. Keep your eye on the end goal This may all sound like an incredible amount of work - however, the pain will soon be forgotten if and when the cheque arrives. The other point to remember is that much of the work you put in now will save you work later. Many of the aspects of a grants program are common to all or most granting programs so you can re-use the information you have collected about your group for other applications (but remember the second golden rule: make sure you adapt each individual application. Grant makers do not look kindly on obvious form letters). And the third golden rule is don't give up and don't take knock-backs personally. Learn from your unsuccessful applications and use this knowledge to improve on your chances in the future. As with most things in life, the more you do it, the easier it will become. Writing tips Layout tips • Write simply and avoid jargon • Use short sentences but do so consistently. Eg: all • Use the adjective rather than the headings in one lettering or size, passive voice when you can. (for and sub-headings in another • example: “specially trained project • Number your pages staff will run all training courses”, • Bind or staple the document in the rather than “all training courses will be run by specially trained right order • project staff”). • Use headings and sub-headings, Use white spaces – have wide margins Check for spelling and grammar • Don’t crowd the text mistakes. Get someone else to • Use a font that is easy to read read it through and make • Write for the non – technical writer corrections • Revise and rewrite if necessary • Don’t exaggerate • Think laterally Most community groups think of themselves as having boundaries, categorizing their work in terms of the field they're working in - animal welfare, arts and culture, children, families, community development, education, etc. While it's a good thing to have a clear idea of your mission and your goals it's also a good idea to take another look at your self-imposed boundaries and see if you're not selling yourself short. Just because you do one thing well doesn't mean that you're not doing other things as well; and it may well be easier to get funding for those other things. All it takes is a little lateral thinking. Think outside the square When your organization is looking for funding from grant makers - governments, foundations, councils, etc. - it pays to take a wide and generous view of your operations. There may be aspects of what you do that are of interest to others. If you're a sporting organization, for example, your main aim is to get the team out there on the arena every weekend. However, if you take a more detached look at what you're actually achieving you could say that your club is: • • • • • • • • • • Building community spirit Working with young people Maintaining community facilities Strengthening local identity Promoting a health and wellbeing message Promoting an anti-drugs message Providing leadership training for young people Promoting teamwork and communications skills Providing a safe forum for young people to interact Encouraging tolerance and understanding between people of different cultural backgrounds. By broadening your thinking, you can open up access to health, youth, anti-drug, multicultural, indigenous and training funding programs, to name just a few. Take another look A sporting club is just an example it is worth looking again at your own organization to see exactly how many different sectors of the community you actually provide benefits for - and how you do it. If you are a health group providing benefits to people of all ages... • Have you looked at grants that are open to groups providing programs for children? • • • • • • For youth? For seniors? For people in regional areas? For people from a non-English speaking background? Do you have a health solution that can be expanded to other parts of the state or across Australia? Do you provide training opportunities? If you answer yes to any of these questions then there might just be other organizations out there that want to promote those aims. They may be able to pay you to promote them. Breaking new ground You should also take the time to see how far you can extend your areas of common interest with the grant makers. You may consider what new audiences or groups you could involve in your organization’s activities. Could you get credit and funding if you reached out to different groups? Could you involve older or younger people? Indigenous people? People at risk of mental illness? People with disabilities? There are things that you can do with your current membership that could bring you into the area of interest for grant makers. Do you have the current Basketball Victoria policies on: • • • • • • Reducing alcohol use? Increasing sun protection? Reducing injury? Including people with disabilities? Removing discrimination against gay and lesbian people? Promoting greater religious and multicultural tolerance? There are groups prepared to fund all these things. By ensuring you are mentioning that you adhere to the Policy’s and Procedures as laid down by Basketball Victoria, may add further weight to your application. Casting your net In order to benefit from the interest of grant makers, you need to find out what opportunities exist in all the areas you overlap. Grants funding often falls under one of the following categories: • • • • • • • • • Animals Arts & Culture CALD Children & Family Community Services & Development Disability Economic Development Education, Employment & Training Emergency & Safety • • • • • • • • • • • • • • Environment Conservation & Heritage Faith & Spirituality General Community Grants Health & Wellbeing Indigenous Infrastructure International Multicultural Older People Rural & Regional Development Science & Technology Sport & Recreation Women Youth The primary purpose of your group will probably fall under one of those headings but there's no reason to stop there. If you're working for health through sport for young multicultural women, that's five headings right there that you can search under: HEALTH, SPORT, YOUTH, MULTICULTURAL and WOMEN. If you're providing any sort of training, you could also make a strong argument for CAPACITY BUILDING and LEADERSHIP grants. If what you're doing is fundraising to fix your premises in an old building, that may well be HERITAGE. If you're doing it in the country, that's RURAL - and so on. Why not you? The secret to successful grant seeking is twofold - careful execution of projects, yes, but also lateral thinking about possibilities and thinking how the values of your group or project correspond with the values of the granting body. Stranger organizations than yours have got grants from more unexpected sources for odder things - the difference is that they have known what grants schemes are available and have thought outside the square about their standing in the wider community. Wordlist Descriptive Words – Grants and Funding Writing Nouns and Adjectives Accessible Decrease Ideal Opportunity Secondary Accurate Active Additional Adequate Advantage Affordable Aim Alternative Analysis Aspect Asset Astounding Awareness Demand Despite Detailed Disadvantage Disconcert Disconnect Disengaged Distinct Diverse Impact Importance Immediate Inadequate Informed Infrastructure Initiative Innovative Insignificant Interactive Integration Isolated Option Outcome Overall Over arching Severe Significant Skills Specific Stage Stakeholder Strategic Strength Structure Struggling Subsequently Successful Suffering Support Surrounding Sustainable Balanced Barrier Basic Benchmark Beneficial Beneficiary Benefits Best Practice Capacity Easily Effective Element Engaged Environment Essential Evaluation Evident Existing Expertise Extensive Facet Facility Factor Challenging Familiar Clearly Collective Fluctuate Framework Community Comprehensive Frequent Concept Full Potential Connection Fundamental Consequently Future Considerable Goal Consistent Greater Consultation Growth Contemporary Heavily Context Continue Holistic Creative Hub Crucial Current Jointly funded Judicial Judgment Jump start Key Knowledge Lack Latest Level Likely Limited Link Local Maintenance Marginalized Maximum Method Minimum Multicultural Necessary Negative Network Partial Particular Partnership Passive Perception Popular Positive Potential Powerful Powerless Practical Primary Principal Priority Prior to Problem Process Profound Progress Project Proportion Protocol Purpose Quantify Recent Receptive Regardless Region Renew Resilient Responsibility Risk Team Traditional Trend Upgraded User Valuable Variety Various Vast Vibrant Vital Vulnerable Wellbeing Wordlist Action Words – Grants and Funding Writing Verbs Access Account Achieve Act Address Advise Advocate Aim Allow Analyze Anticipate Apply Approach Assert Assess Assist Associate Attribute Become Begin Believe Belong Benefit Break Down Build Capitalize Categorize Change Cohesion Collaborate Combine Commit Compare Complement Compose Conclude Conduct Confirm Connect Consider Consult Contain Continue Contrast Contribute Coordinate Counteract Create Decide Dedicate Define Demonstrate Depend Derive Describe Design Determine Develop Devise Differ Direct Discuss Distinguish Divide Educate Elevate Empower Enable Encourage Endeavour Engage Enhance Ensure Entail Envisage Establish Estimate Evaluate Exemplify Exhibit Expand Explain Explore Extend Facilitate Finalize Focus Form Foster Fulfill Gather Govern Harness Help Highlight Hinder Identify Illustrate Impact Implement Include Incorporate Indicate Influence Inform Initiate Input Inspire Instruct Integrate Intend Interact Introduce Invest Investigate Involve Know Lack Lead Learn Listen Maintain Manage Minimize Mobilize Modify Monitor Motivate Need Negotiate Network Observe Occur Operate Organize Outline Overcome Overlook Participate Partner Perceive Perform Plan Portray Prepare Prevent Prioritize Process Produce Progress Prohibit Project Promote Propose Prove Provide Pursue Qualify Raise Realize Recommend Refine Reflect Reiterate Remind Represent Require Research Respond Restore Restrict Return Reveal Review Sample Search Secure Seek Signal Specify Start Strengthen Struggle Succeed Suggest Support Surround Survey Sustain Target Teach Transform Translate Understand Undertake Upgrade Use Validate Verify • Follow up There are two kinds of follow-up related to the writing of Grant and Funding applications. Firstly, there is the ‘what’s happening’ kind of follow up, when you have submitted a proposal and waited some time for a response. Secondly, if you are fortunate enough to be successful in your application, there is the follow up that helps to build strong and supportive ties between project / organization and donor. Follow up the proposal So you have done a proposal that meets the donor criteria, you have submitted it in good time. You might get a quick response. You might not. Time drags on and you are not sure where you stand. What is the appropriate way for a project or organization to deal with the situation? Make sure that your proposal has arrived and has been received by the donor. Then you wait. After a reasonable period of time (this should be determined either by when the donor representative told you that you could expect a response, or, if you are not sure about when to expect an answer, after about a month or six weeks), you should follow-up the proposal. You could do this either: • • By telephoning the donor representative to ask how your application is doing, and by when you should expect a response, or Following up in writing to ask how your application is doing, and by when you should expect a response. Such follow ups should be: • • Politely worded and pleasant Persuasive rather than aggressive Remember the donor does not owe you anything. You may hope that donor representatives will be helpful and treat you with respect, but there is no guarantee. Nevertheless, you cannot afford to get a reputation for being demanding or for treating grants as your ‘right’. Such a reputation travels quickly in donor circles and may make future grant applications less likely to be successful. You do not want to alienate the donor community. Even if the answer is ‘no’ at the end of the process, this does not mean that you have reached the end of your relationship with the donor. There are often good reasons for a ‘no’, answer, and you are entitled to ask for a reason for the donor rejection, if one is not offered. Ask if there are other rounds of funding that you could apply for. Consider asking for guidance from another successful association or other successful local sporting club. Some possible reasons for refusal include: • • • • • • The donor’s criteria for giving grants are not met by your proposal The proposal is not seen as being in a priority area for the donor (geographical or issue priority); No obvious community support or demand for the project The budget does not match the program description The proposal does not, for some reason, impress the representative who did the initial screening; The donor does not have sufficient funds at this time to support the proposal. The more you know about the reasons for the refusal, the less likely you are to make the same mistake the next time. Remember to do your homework. Sending in an inappropriate application is a waste of everyone’s time. Follow up the Grant You have just heard the good news about your application and you have been successful. The donor is happy with your proposal. It is clearly a job well done. Congratulations. Is this the end of the process? No. In fact it is just the beginning. From now on you need to work at building up a strong relationship with the donor so that, when the time comes, you have a better than average chance of other applications being successful and of forming on-going relationships with the donor that is beneficial to both parties. Here are some things you need to build a strong relationship with a new donor: • Thank the donor for the favorable response. By approving your application, the donor has shown that your work is valued. You need to respond in a way that shows that you value the donor’s commitment and support. • Keep the donor up-to-date on what is going on in the project and/or the organization. This means sending regular reports and information that may be of use or interest to the donor. If you have done your homework properly, you should be able to personalize this process of keeping the donor up-todate. Invite donors to your events – even if you think they may not be able to attend. • Meet the reporting requirements of the donor. This means providing the right information (narrative and financial), in the right format, at the right time. As soon as you sign a contract with the donor, diarize when the reports are due. Make a note in your diary for a month before the reports are due so that you have them ready in time. • Be available for meetings with the representatives of the donor. Be ready to answer questions, organize field trips, and/or explain details. Whenever possible, get donor representatives into the field where they can meet the people who their contributions are actually helping. • Ensure where appropriate that the donors signage and logos a displayed at events where they have had an active contribution to that program. Basketball Victoria would like to acknowledge the generosity of Our Community for the use of information in this chapter. Our Community is a world-leading social enterprise that provides advice and tools for Australia’s 600,000 not-for-profit community groups and sports clubs as well as state, private and independent schools. Our Community’s suite of resources includes the EasyGrants newsletter, which enables community groups to easily search for available grants funding, as well as fundraising and grantseeking training and a range of free policies and help sheets. How to create a Volunteer Management Plan Basketball Victoria recognizes that one of the most significant resources that any association can have, is its volunteer base. Without this dedicated band of hard working and loyal workers, associations would be hard pressed to provide the continued level of service that they currently do. Associations must be better placed to be able to meet the needs and expectations of the modern day volunteer. The number of volunteers has remained steady over the years, but the way in which they are managed has dramatically changed. With today’s busy lifestyles, people prefer to volunteer for shorter periods on single or limited projects. They want a fulfilling experience and for someone to thank them for their efforts. This Volunteer Management Scheme has been developed by Basketball Victoria in response to a call from the associations for assistance. The three main areas needing assistance being - Recruitment, Retention and Recognition. This resource will help associations in the way that they manage their volunteers and how they can ensure that this much appreciated backbone of their organization can continue to assist in the functionality of their business. • Recruitment Recruitment The most important question to ask when contemplating the recruitment of “Why do people want to volunteer for our association?” volunteers for your association is By understanding what drives a volunteer to give up their valuable time to assist with the running of the association, will ultimately allow you to understand what it will take to make your association a volunteer magnet. Research shows that 35% of volunteers were asked ‘face to face’ to join an organization were asked volunteer. This 35%* of volunteers by someone to is in stark contrast to the 4.1% who said they answered an advertisement in a Club Newsletter or Newspaper. The personal contact with a potential volunteer, whether through family, friends or work colleagues already involved in the organization, can be cited as the most frequent way that new volunteers become involved in voluntary work. This method re-enforces the theory that people are more likely to join if they already know someone involved. When recruiting volunteers, it is very important to make sure that you emphasize the benefits that the volunteer will receive, rather than the needs of the association. This is because the tasks at hand may seem mountainous to a new person. Many volunteers, who give up their time to assist an association, may not be as keen if the recruitment drive is conducted in a work-like campaign. All volunteers need to feel valued and an important part of the association. Volunteers are not to feel that they are in this position because either no-one else wanted it or employing a self belief that they were duped into being involved. This also includes being overworked in a voluntary position. Why do people volunteer? Although not always seen as fulfilling, volunteer work can certainly make a person feel a great sense of worth and pride in the job that they are performing. * Australian Bureau of Statistics 2006 – Volunteers in Sport In order to recruit volunteers, associations need to emphasize the opportunities that volunteering provides for social contact, to be community minded and to do something worthwhile. Whilst it is important to understand the work that a volunteer will undertake, it is not the work itself that motivates the volunteer. Reasons for becoming a volunteer Personal benefits of becoming a volunteer • • • • • • • • • • • Help others / community Personal / family involvement Personal satisfaction To do something worthwhile Social contact Felt obliged / just happened Use skills / experience Gain work experience / reference To be active Religious belief To learn new skills Remember: these people are giving up their valuable time to assist you in the running of a business. Selection and Screening For many sporting associations, and basketball is no different, it is rare to have more volunteers than positions. This brings forward another problem, where the person having to make the choices, may in fact have very little experience in performing those functions. While we can get excited when we finally strike gold with a number of people who might want to become involved in our association, we must still make sure that we go through a proper screening process before our potential volunteer can begin. There are many ways in which potential volunteers can be screened. Listed below are a few that need to be taken into consideration: • • • • • • • Application Forms Interviews Code of Conduct forms Referee checks Position Descriptions Working with Children Checks Declaration Forms Trends of the Modern Volunteer The trends of the modern day volunteer differ greatly from those of years ago. With this in mind, there needs to be a shift in the response of the association, as it tries to engage the assistance of those willing to help. PERCIEVED TRENDS POSITIVE RESPONSES The trend of busier lifestyles, changing family structures and changing work patterns, affect people’s ability to volunteer The association needs to accept shorter volunteer commitments, job sharing and flexible hours that are more appealing. Let your volunteers know exactly how long you need them by setting start and end dates. There is a trend to thinking that the sense of ‘community’ has diminished, as has the concept of ‘giving back’. People will no longer volunteer for the sake of volunteering. The association needs to find creative ways to recruit volunteers. Promote volunteering for your club / association like you are selling a fantastic product, not as a role that no one else wants to take on. The perceived trend is that the ‘Baby Boomers’ are approaching retirement and will be looking for ways to put back into the community. They are a huge source of potential volunteers that so far have been relatively untapped. Do not waste their time, ‘Baby Boomers’ have great skills to offer, as they are often retired professionals. Offer them a position that interests them and lets them use the skills they have gained over their professional career. There is a trend toward the steady decrease in the number of young people volunteering. This can be attributed to them not understanding the benefits of volunteering, or being considered too young to be approached. Young people have strength in skills they can bring to your association. Identify special positions that they can fill. For example, most young people are good with technology so why not recruit them to develop or update your association website or membership database. Promote the benefits of having volunteer roles on their resume. Strategies to assist in recruiting volunteers to our Club / Association Initial Contact • • • • • • Try a personal face-to-face approach whenever possible to recruit a volunteer Although an email or letter might be easier to establish initial contact, a personal phone call is better Ask a third person to make the first introduction if you do not know the person Go out of your way to speak to family and friends who sit in the stands watching The desire and willingness to become involved as a volunteer usually takes time to surface. Take your time and you will be rewarded. Introduce potential volunteers to current members before approaching them with a specific role Recruiting • • • • • • • • Implement an executive committee structure with each executive member chairing a sub-committee with a requirement to recruit their own subcommittee members Appoint a member to act as the Association’s PR person being responsible for simply talking to people, greeting visitors and making everybody feel welcome Recruit an interested person to become the Association minute secretary assisting the secretary Present step-by-step information and basic instructions on tasks that need to be done Whenever seeking to recruit somebody to undertake a task, highlight the benefits to the volunteer rather than the needs of the association Ask a volunteer to assist in a small non-threatening task initially, that way they can be eased into the association and its unfamiliar surrounds. Approach a potential volunteer with the offer of a specific task that provides the reassurance they possess the necessary skill and attributes to successfully undertake the task Provide the potential volunteer with a clear understanding of the time commitment and similar requirements of their proposed role in a detailed position description. Club Activities • • • • Provide all volunteers with a calendar of important dates showing all association activities and enable them to plan their time around those commitments Provide the potential volunteer with a brief run-down of your association, especially its aspirations and vision Issue personal invitations to attend any functions that they may wish to attend. Do not rely on newsletters and notices. Indicate to the volunteer how their role fits within the association structure and its operations • Retention Introduction The key to the continued retention of volunteers in any organization, and basketball is definitely no exception, is effective leadership. Good leadership facilitates the development of a motivating environment that should result in both high standards of performance and satisfied volunteers. Without strong and successful leadership, people tend to be uninspired, unsure of their role and may lack commitment. Basketball association’s rely heavily on volunteers and therefore need those volunteers to take an active interest in the future of the organization and their specific roles within it. If the volunteers in the association are viewed and managed as creative, motivated people who seek responsibility, then they are likely to exhibit high levels of performance. Volunteers, who feel that they have made a worthwhile contribution to their association, have been appropriately rewarded, recognized and feel respected, are more likely to contribute to that association again. Good management To maximize your association’s performance in the area of volunteer development and support, ensure that the volunteer’s time and effort contribute substantially to the association’s operations. A lot of this comes down to how you manage your volunteers. Most associations appoint people to the key areas of their organization, such as President, Secretary and Treasurer, but very few appoint a person to oversee the most valuable asset that any association can have ……….. its volunteers. The Volunteer Coordinator would drive the association’s volunteer program and ensure that there is ongoing support and provide a point of contact for those within the association who give up their time. Because volunteers are such an integral part of our sporting landscape, it is extremely important that we ensure that they feel valued and part of our association. The role of the Volunteer Coordinator Duties can include: • • • • • • • • • • • Help volunteers feel welcome and supported Work out how many volunteers are needed and for what roles Develop Position Descriptions for each of the roles Develop Policies and Procedures for volunteers Plan how and where to recruit volunteers Look after volunteer database and records Organize selection and screening procedures Put together orientation kits and start up packs Arrange training and education opportunities Plan for volunteer retention and replacement Develop ways to recognize and reward volunteer efforts Skills and attributes of a Volunteer Coordinator When looking for the right person to coordinate your volunteers, you need to make sure that they have certain attributes; they should include: • • • • • • • • • Excellent communication skills They know how to delegate Positive and enthusiastic Understand the nature of volunteering and what motivates people to volunteer Good at dealing with difficult people and conflicts Negotiation skills Organizational Skills Time management Plan and set goals How the Volunteer Coordinator fits within your association’s committee structure can differ depending on the size of your association, the number of volunteers and the importance that you place on managing those volunteers. The committee must first decide whether or not the Volunteer Coordinator will be a separate role or part of an existing portfolio holder’s responsibility. Making it part of the committee will ensure that you always have an ongoing commitment to the management of volunteers. Keep in mind that the association’s constitution or By Laws may need to be altered to reflect this. Orientation To show a new person around an association is still the best way to help someone within a new role. By providing an orientation program, new volunteers will settle in faster. If you want to avoid a lot of work in the long run, ensure that your volunteer workforce is a well informed and a valued unit. Orientation can take place in a number of different ways. You may like to try one or more of the following: • • • • Group or individual orientations Information or orientation Kits Hand-over with the previous volunteer Video and PowerPoint displays During the orientation, make sure that you cover the following: • • • • • • • • • Position Descriptions for the volunteer role Any rules and procedures Volunteer Policies and Procedures Introduce them to other volunteers and committee members Occupational Health and Safety issues Facilities (eg: parking, kitchen, toilets) Financial procedures Anything else that will make the volunteer feel comfortable with starting in their role A copy of Basketball Victoria’s Codes of Conduct Training and Development You should always ensure that training and development is a vital ingredient in a good volunteer management program. Volunteers who are offered some form of training (formal or informal), are more confident, comfortable and efficient in the role. Training and development opportunities for your volunteers are also a very good Risk Management policy. Training of volunteers can either be done in a pre-placement environment, on the job or through a training course or seminar. Replacement The goal of every association should be to maintain a consistent group of long serving volunteers. A stable volunteer base: • • • Reduces recruiting time and costs Reduces training and education costs Provides an important sense of continuity within the association It is inevitable that sooner or later, volunteers will leave and new ones will come on board. This may be due to a number of reasons, but how you manage this replacement process is important to: • • • • Improve your Volunteer Management program Improve how you manage remaining volunteers Make the departing volunteer feel that they can come back to the association should they wish to. Make the transition of volunteers have as little or no impact on the running of the Association When a volunteer leaves your association, this is an ideal time to gather information about the volunteer’s experience. Evaluating the reasons why volunteers leave an association can be invaluable for improving your volunteer management practices. Having a succession plan will ensure a continuing successful plan. One way to collect this information is by asking the departing person to partake in an exit interview. Sometimes this may not be possible, as some people may leave an organization under somewhat stressful circumstances. It is important to remember, that anything that can improve how your association deals with its members, overall has to be good for you. It is only human nature to expect that when you receive some negative feedback, you will become defensive and may not like what you are hearing. Do not take things to heart. This person may only be expressing what they feel; it may not necessarily be the feeling of the majority of your volunteers. You and your committee should be open minded enough to know if the person leaving is speaking the truth about your association. These exit interviews can be formal or informal, conducted in person or over the phone, or in the form of a feedback sheet that a person can complete and return. • Recognition Ideas for recognition of service Volunteers do not expect lots of thanks and big hugs, but they really appreciate it when their contribution is recognized. Here are some ideas to get you started: • • • • • • • • • • • • • • • • • • • • • • • • • • • • Smile and say hello and thank your volunteers regularly Send welcome letters when volunteers are first recruited Reimburse out of pocket expenses for volunteers Nominate individuals for volunteer awards Establish a volunteer suggestion box Acknowledge the efforts of volunteers during committee meetings Include volunteers in organizational charts Establish a Volunteer Recognition Board in a prominent position Present special memento’s to volunteers to recognize their service Feature volunteers at special events throughout the year Provide complimentary tickets to events and functions Provide identification pins, badges shirts or caps Send get well, birthday and Christmas cards to your volunteers Provide discounted memberships to volunteers Farewell volunteers when they move away or leave the association Arrange discounts at local sports stores or restaurants for your volunteers Include volunteers in staff planning meetings Arrange for volunteers to attend conferences and seminars Organize informal morning teas Acknowledge and profile volunteers in newsletters and on websites Present volunteer awards at annual general meetings or award nights Present special awards for 1,3,5,10 years or more service (remember to keep an active record of volunteer service) Have a volunteer of the month award Ask for opinions and ideas Write letters and post cards of thanks to volunteers Award Life Memberships for long serving volunteers Name events or facilities after long serving volunteers Hold special ‘thank you’ or social functions for volunteers Remember – Basketball Victoria holds a yearly Awards Dinner that recognizes the commitment and contribution that volunteers make to our sport. Volunteer Management Checklist When planning for volunteer management, you need to consider the following: Include a Volunteer Management Plan in your Strategic or Business Plan Appoint a Volunteer Coordinator or allocate the volunteers portfolio to a committee member Allocate a budget for your volunteers (out of pocket expenses, recognition) Identify skills already in the association and match these skills to positions Identify recruitment strategies to fill the gaps Develop position descriptions or duty statements for each of these roles Keep an up to date database of your volunteers Review all volunteer positions and skills required – can any positions be broken down to provide short term volunteering options Put in place on-going recognition strategies Outline and communicate roles and responsibilities of volunteers and the organization Identify training needs of the volunteers and find training opportunities (local government, state sporting organizations) Check that the insurance coverage is adequate Ensure that the policies and procedures for screening of volunteers as developed by Basketball Victoria are adhered to Identify other ongoing support that will need to be provided Develop an orientation process for new volunteers Volunteer Management Action Plan Developing an action plan will assist your association in maintaining a consistent management strategy. By doing this, you will know what your volunteers are doing and how they are doing it. Conversely, your volunteers will know what they are doing and how this fits into the bigger picture. When developing an action plan for your association, try to incorporate each of the stages of volunteer management. For each component, state what you want to achieve, when you want to achieve it and who is responsible for doing it. The Volunteer Management Plan should be reviewed and updated regularly. Example Action Plan WHAT? WHEN? WHO? Recruitment Develop position descriptions for each of the volunteer roles Before start of season Volunteer Coordinator, in conjunction with relevant committee members Selection and Screening Adherence to Basketball Victoria’s policies and procedures for selecting and screening all volunteers Before start of season Volunteer Coordinator and President Orientation Ensure that Orientation Kits are up to date with new information Before start of season Volunteer Coordinator Training and Development Develop calendar of training opportunities Start of each season Volunteer Coordinator (Treasurer to administer budget) Recognition Recognition awards to be presented Association / Local Community Presentation Nights President Replacement Conduct exit interviews with all departing volunteers Ongoing President or Volunteer Coordinator How to create a Fundraising Plan The need to raise extra revenue seems to be a continual process for many basketball associations and clubs of associations. Much of this additional income source can come through three main avenues; sponsorship, fundraising and grants. Whilst there is a large amount of money available through local businesses, charities, sport and recreation governing bodies and government agencies, there is usually quite a lot of competition for that money by associations and other sporting groups. In order to be successful in raising funds for your association, it is useful to appoint a dedicated person or establish a committee. The role of such person or committee would be to: • • • • • • • Develop a fundraising plan. Write the grant application or sponsorship proposal. Determine what purpose the funds are being raised for. Ensure the acquired funds are being used for the designated purpose. Identify potential source of funds e.g. sponsorship, grants etc. Maintain relationships with donors, grant agencies and sponsors. Properly evaluate the success of the fundraising • What is sponsorship? Sponsorship is a connection between an association and a sponsor where this relationship benefits the marketing needs of both parties. From the corporate point of view, sponsorship is just one small section that comprises part of their overall marketing budget. Sponsorship is when a business provides funds, resources or services to an association, in return for some form of assistance that the business can benefit from commercially. This could be in the form of logos on shorts or singlet’s, signs at a stadium or free advertising in the newsletter. Sponsorship is not just about money. A good sponsor can add considerable value by; for example, a sponsor could advertise your association or clubs of associations on their business website as a community partner. This looks good for the business and can spread your brand further that you ever imagined. The best way to form any relationship with a sponsor is: “Make sure there is a winwin for both parties.” Remember that donations are different to sponsorships. Businesses or individuals do not expect any commercial advantage in return for their donation. Types of sponsorship Marketing sponsorship is sponsorship that will have a direct and positive effect on the sponsor’s bottom line. Primarily, this type of sponsorship promotes products and services to very specific target markets, or niche markets. Corporate sponsorship is the provision of cash or ‘contra’ by a company for an independent activity not directly related to the company’s normal business. Often companies sponsor in this manner to reinforce a positive public perception, to communicate to a defined target market or to build or maintain a desired image. Philanthropic sponsorship is a donation or a gift with the sponsor wanting little or no return. Who to approach • • Members, family and friends are always the first point of call. If people know your association and understand what you do, then they are more likely to listen and give the support required. There may even be someone within the association who has a small business and is willing to sponsor the association. Local businesses and suppliers. Check with your suppliers of sports clothing, food and equipment. Research local businesses and target those who could benefit from a partnership with your association. • Larger organizations. Consider approaching larger organizations. They may have more resources but keep in mind they may not have the interest or commitment that you want. Your association may be too small to attract enough value in their sponsorship dollar. Unless you have a contact, it may be more difficult to get to speak to them as they are generally inundated with requests for sponsorship. Sponsorship proposals Sooner or later in your association’s life, you will probably need to prepare a sponsorship proposal. The sponsorship proposal is an offer to do business with someone or somebody. It is important that it is a well-presented and concise business document that contains enough information for a company to gain a thorough understanding of what they are being offered. Some larger companies might require exclusivity within their business genre. For example, a community bank may want to be the only financial institution that has sponsorship of your association. Because you aren’t the only organization out there looking for sponsors, you should make sure your sponsorship proposal stands out from the rest. Tailor the proposal to individual needs of the company being approached. Do your homework. Find out as much as you can about the business you are approaching, e.g. its desired image, products and services, its corporate objectives. Writing proposals, contacting companies and making your approach can be time consuming work. It is important, early on, to decide how much tailoring of the proposal will take place to meet the specific requirements of potential sponsors. Be aware of how much time is required per proposal. Preparation Preparation is a vital key in achieving good results. Before embarking on a sponsorship drive an association should identify: • What type of support they are seeking e.g. cash or in kind. • The types of businesses that could provide appropriate support. • What benefits could be offered to sponsors. • Whether members of the association have links with any potential sponsors. Below are examples of typical contents for sponsorship proposals: Cover letter Overview Objectives The Investment Sponsorship benefits Target Market Exclusivity Servicing the sponsors needs Evaluation strategy Conclusion Address the proposal to the most appropriate person in the sponsor’s organization. Try and get a personal touch. Provide an outline of the project and/or the organization seeking support. What are you asking to be sponsored (event, organization description)? What and where does it happen? The use of relevant statistical information in sponsorship proposals can help the assessor get a picture of your organization or event and identify cost benefits. Market demographics are important to define your membership, public and audience. Identify niche markets your organization can deliver to. It then becomes easy to match a product or company to a particular audience. Outline the objectives of the project and/or the organization seeking support. Try and align yourself with the ‘ideals or visions’ of the donor. Outline the funding amount or in-kind support being sought (what is it going to cost the sponsor) and the period of time for the agreement. This is a critical component. Look to include benefits such as naming rights, promotion strategies, signage, media, brand awareness opportunities, articles in newsletters or websites etc. For 99% of companies, media exposure is an important factor of sponsorship. Wherever possible provide some or all of the following elements radio, TV, print and community access - in a sponsorship package. Outline who the project is aimed at or provide a membership profile. Identify how it matches the target market of the proposed sponsor or how it could increase their market share. By taking the time to tailor the proposal to a specific sponsor, a successful outcome is more likely. Detail other sponsors and/or supporters of the project or organization. Make sure that sponsors are not in competition with each other. Outline how you will cater for the sponsor’s needs. Identify a designated employee or volunteer to be the point of contact for the sponsor. Outline how you plan to evaluate and measure the success of the agreement. Summarize the proposal, identify a follow-up procedure and supply contact details. Other issues to consider The following tips will also help improve your proposal: • Always provide a clear and attractive cover page outlining the proposed sponsor and your association. • Provide adequate space in the content so that it can be read easily i.e. don’t squash all your information onto one page (unless it states to do so). • Provide a contents page for larger proposals. • Examine additional information and determine whether it is best placed within the body of the document or as an attachment. • Number the pages. • For projects that have been undertaken previously, provide examples of programs, newsletters etc, which show how previous sponsors have been acknowledged. Basic rule of thumb: Grants are for new initiatives. Fundraising is for specific programs. Sponsorship is for ongoing running costs. Finally, don’t do it all at the last minute. Give your association and your potential sponsor plenty of time. The assessment, negotiation and planning involved to successfully manage a sponsorship can take a while, so allowing adequate time prior to when you actually need it is a good idea. • What is Fundraising? Fundraising is the system of approach that your association goes through to secure additional funds for its operational budget. Fundraising should not be a method of raising money to pay for the everyday operational costs of your association; rather it should be used to fund special activities such as special events, overseas team trips and new programmes or projects. Fundraising ideas can only be limited by your imagination. Raffles, auctions, Trivia Nights, dinners, re-unions etc, are great ‘money spinners, particularly if they are for specific projects (like sending the under 14’s team to the National Titles). However, this sort of fundraising can be time and labor intensive. There is a lot of competition from a huge number of community groups all making calls on people’s generosity. Establish a fundraising committee First step - form a fundraising committee for the association if there isn’t one already in place. Fundraising isn’t easy and it’s not fair to place all that work on just one person’s shoulders. Allocate duties within the committee and agree to meet at regular intervals to decide on activities and monitor progress. 10 fundraising principles to remember: 1. The 80/20 rule applies to fundraising - 80% of your income usually comes from 20% of your supporters. Identify who they are and develop a long-term relationship with them. 2. People give to people. Make sure that your potential donors know the faces behind the names, understand your cause, and can relate to the purpose of your project. Can you identify some patrons who would be prepared to become the public face of your project? Patrons may be high profile and respected sports people, business people or other public figures in your community. 3. Always say ‘thank you’. Acknowledge donors in numerous ways - honor boards, annual reports, certificates of appreciation, phone calls and letters from your members. 4. Always let people know how much you would like them to give. It makes them feel comfortable and makes you look competent. 5. Explain what the donor will receive for his or her donation. (e.g. a tax deduction, and knowing that they are helping the local community). 6. Until you try something, you won’t know whether it will work. Be prepared to test an idea on a small scale and assess if it works before you go to a greater expense. 7. Try something different. All products go through cycles. Fundraising activities need modifying from time to time. Look at how you can make some simple changes. Your idea might be good, but might need refreshing. 8. Do not confuse the donor - keep everything simple, clear and easy to understand. 9. Fundraising is not easy. Gather some committed volunteers who will support the project through to the end. 10. Always tell the truth. Don’t be tempted to make your case stronger than it is. When fundraising, remember that you may be getting the same people to contribute year after year. Your supporters are no different to a bargain hunter, they want value for money. While selling chocolates might be a good money raiser, it may become monotonous for someone who has been doing it for your program for six or seven years. You need to keep thinking of fresh ideas for your income generation. • What are Grants? Grants are not the same as sponsorship or fundraising, as there are usually a strict set of criteria that an association must meet in order to qualify for a grant. Grants are funds received from statutory, voluntary or philanthropic agencies that have often been established with the primary purpose of giving grants. This is to meet their own objectives and strategies, such as government policy, community development, or meeting the needs of the local community. Therefore, it’s important to complete any application forms thoroughly and carefully and in as much detail as has been asked for. Tips for successfully attracting grants Associations that are successful in attracting grants usually: • Prepare a yearly calendar of closing dates for all funding sources. • Request application forms well before the closing date. • Prepare the application in advance. • Pay careful attention to the details required and presentation of application. • Clearly outline the goals and objectives of the project. • Describe why the project is needed and support this with facts and figures. • Detail the methods used to conduct the project. • Indicate the expected outcomes of the project. • Consult advisory officers. • Submit applications before the closing date. Sourcing grants A number of different grant sources are relevant to sporting associations and associations. The most common grant agencies include the Government, charitable trusts and foundations and businesses. • Government - for the most part, it is your government (State or Local) that is most likely to be able to help you at association or club level. Surf the web to see what available grants are open to your association. There are also several Grants dedicated sites available, some are a user pay system. Regional Sports Assemblies are also great sources of Grants information. • Charitable trusts and foundations - most charitable trusts and foundations provide financial assistance to those associations that can offer the trust or foundation a tax deduction and which helps disadvantaged groups, such as sporting organizations for people with a disability. Checking a directory can determine whether there is a match between the interests of your association and the funding agency. • Corporate/businesses - some corporations like AMP and Telstra have established foundations that provide grants for particular causes. These foundations cannot be used to promote the business interests of the specific corporation, nor can they seek sponsorship benefits like signage and naming rights. • State Sporting Body – from time to time, Basketball Victoria has available Grants on offer for various programs to assist clubs and associations. Don't apply for a grant just because it's there; think carefully about your resources and your ability to do the project justice, before making the decision to apply. Preparing a grant application To be successful, applications need to well-prepared and written clearly. Grant applications must demonstrate that the project in question is feasible and meets the appropriate policy goals or priorities of the particular grant agency. Although specific criteria may vary with each grant scheme, most grant applications require similar types of information: • Contact information for Project Manager • Program/project description. • Brief description of the organization applying. • Include how you are going to monitor and evaluate the project • Program/project budget. • Amount of assistance requested. • All other sources of additional funding for the project. • Information on partners and their specific roles and responsibilities within the proposed project • Include Letters of Support from any prospective partners • How the applicant organization meets the grant criteria. • Guarantee that the program will proceed and monies received will be spent on the purpose for which the money was given. • Copies of the latest annual report and a copy of the audited financial statements. • And finally, some form of detailed evaluation or report at the completion of the project, usually by a specified date. • Remember that Basketball Victoria will supply a Letter of Support on request for any project that it considers worthwhile. Notes: Many thanks to the Department of Sport and Recreation – Government of Western Australia (www.dsr.wa.gov.au/clubsonline) for use of parts of the publication Club’s Guide to Volunteer Management. Many thanks to Andrew Tilley and Basketball New South Wales for the use of parts of their ‘How to create a Basic Marketing Plan for Basketball Associations’. This document can be downloaded from the Basketball Victoria website www.basketballvictoria.com.au This publication was developed as part of Basketball Victoria’s Association Development Program with funding support from the Department of Planning and Community Development—Sport and Recreation Victoria. For further information contact: Basketball Victoria Box 3, Melbourne Sports and Aquatic Centre Aughtie Drive, Albert Park, 3206 Phone: 03 9927 6666 Fax: 03 9927 6677 Email: [email protected]
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